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22:32

PayPal On The Block?

Tech Brew Ride Home ·

2026/07/15

New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and PrismML shrank a model to run on iPhones. AI advocates fear New York's moratorium on new data centers could embolden Democrats to enact more state restrictions and seize on the issue in the midterms (Politico) Sources: Stripe and PE firm Advent have jointly offered $60.50/share to acquire PayPal, a

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19:55

Let's Regulate This AI Stuff?

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2026/07/14

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debuted an AI compute forward curve, and Anthropic studied Claude's values. Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (X) Demis Hassabis proposes a US-based Standards Body for

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20:43

Apple Sues OpenAI

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2026/07/13

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on price, and Meta killed its Instagram AI opt-out feature. Apple sues OpenAI, alleging that ex-Apple employees stole "Apple's trade secrets for the benefit of OpenAI", and says OpenAI never responded to its concerns (9to5Mac) A coalition of 12 states led by California files an antitrust lawsuit to

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21:39

The New GPT

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2026/07/10

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket sought margin trading approval, and SK Hynix debuted on Nasdaq raising $26.5B. OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (Axios) OpenAI broadly releases GPT-5.6, and launches

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21:02

The Day Of All The Models

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2026/07/09

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg) Meta releases Muse Spark 1.1, capable of more advanced

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21:22

China (AI) Rising

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2026/07/08

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC) Chinese authorities have held meetings with top tech firms about potentially restricting

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22:20

Xbox Decimated By Layoffs

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2026/07/07

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (The Verge) Microsoft's Xbox to Cut 3,200 Jobs, Divest Five Studios

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40:53

(BNS) Using AI To Manage Your Back Yard

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2026/07/06

This is the article we reference in the conversation: My yard is dying, so I made an app for that (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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69:37

(BNS) How I Used AI To Transform My Job

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2026/07/03

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights shared by David Steer, an experienced vision mixer currently working at the World Cup in Mexico, who used AI to change how he did his job. Learn more about your ad choices. Visit megaphone.fm/adchoices

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22:21

OpenAI To Give It Away?

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2026/07/02

OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, Apple ramped foldable iPhone orders, and Z.ai launched ZCode. Sources: OpenAI has discussed giving a 5% stake to the US government, seeking to clear political obstacles by securing buy-in from the Trump administration (FT) Nvidia promises to financially backstop young cloud providers like Firmus

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20:40

NOW Fable's Back?

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2026/07/01

Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled Open USD, and Meta's building a cloud business. Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (X) Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and

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20:24

Comcast Spins Out

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2026/06/30

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free. Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027 (Variety) SCOTUS limits the law enforcement use of "geofence" warrants, saying people

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21:05

Mythos Back?

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2026/06/29

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the memory crunch turned existential for small makers. Letter: the US lifts its block on Mythos 5, allowing Anthropic to release it to more than 100 US institutions; sources: talks about Fable 5 are ongoing (Semafor) Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs,

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21:06

OpenAI To Delay Its IPO?

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2026/06/26

OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times) Sources: Sam Altman told staff the US

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22:08

Hope You Weren't Putting Off Buying A Mac

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2026/06/25

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ) Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg)

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22:15

GTA Now

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2026/06/24

Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-markets app called Arena, and Superhuman snapped up AI-detector GPTZero. Rockstar sets the release date for GTA VI for November 19 and says it will cost $79.99, or $99.99 for the Ultimate Edition; preorders start at midnight tonight (The Verge) Grand Theft Auto 6 Physical Copies Won't Include a Disc,

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21:13

Moar Meta Glasses

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2026/06/23

Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders. South Korea's Kospi cratered 10% in a tech selloff, ByteDance debuted Seedance 2.5, and Meta paused its laptop-tracking program. Meta unveils Meta Adventurer and Fury glasses, each priced at $299, its first under its own brand, and a $399 Starfire model in collaboration with Kylie Jenner (Bloomberg) HEADLINE TBD — couldn't read it (The

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22:12

Acqui-Investing

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2026/06/22

Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace its couriers, and Toto pivoted toward chips. Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Bloomberg) The departure of John Jumper, a key member of Google's AI coding development

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21:14

GTA VI, Finally, Finally Coming?

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2026/06/19

Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25, and GLM-5.2 grabbed the open-weights crown.Intel's stock jumps 10.64% after Trump said "Apple has agreed to work with Intel to design and build its Chips in America"; INTC is up 520%+ in the past year (CNBC) Filings: Waymo pulls its ~4K robotaxis from highways after finding 13+ instances of

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20:36

The Chip-pocalypse Comes For Apple

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2026/06/18

Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a bizarre full-body ultrasound scanner, and businesses piled into Kalshi to hedge real-world risk.In an interview, Tim Cook says Apple price hikes are "unavoidable" to offset surging memory and storage chip costs, and "the situation has become unsustainable" (The Wall Street Journal) Star Google AI Researcher Shazeer Joins OpenAI (The

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